Grayscale outlines two drivers behind its bullish crypto outlook for 2026
Grayscale said crypto markets are entering an institutional era in 2026, supported by macroeconomic pressures and regulatory clarity that it believes are sustaining a long-running bull market across digital assets.
In its report, “2026 Digital Asset Outlook: Dawn of the Institutional Era,” the asset manager argued that the familiar four-year crypto cycle tied to bitcoin halving may be breaking down, replaced by steadier capital inflows and deeper integration with traditional financial markets.
Two drivers behind Grayscale’s outlook
Grayscale said its optimistic outlook rests on two structural drivers shaping demand for digital assets.
First, it expects continued macro demand for alternative stores of value as high public-sector debt and…
